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港股異動 | 濰柴動力漲逾3% 9月重卡銷量超預期
格隆匯 10-10 10:47
格隆匯10月10日丨濰柴動力(2338.HK)現報11.2港元,漲3.13%,暫成交5123萬港元,最新總市值888.6億港元。據第一商用車網,9月份,我國重卡市場預計銷售各類車型約8.3萬輛,環比今年8月的7.32萬輛上漲13%,比上年同期的7.77萬輛增長7%。天風證券最新發研報指,9月重卡銷量超預期,儘管去年同期基數較低是同比增長的一個重要原因,但值得注意的是,9月環比的增速也是好於近十年的9月平均環比增速的,説明今年的季節性回暖是更明顯的。濰柴動力重卡發動機市佔率提高,非重卡發動機增長明顯,繼續推薦重卡發動機龍頭濰柴動力、治理改善的中國重汽。截至目前,同板塊的中國重汽暫漲0.36%。
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